Other · DOL Form 5500 · 2023
People of Faith Inc. Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 347
- Participants Below avg headcount
- 56th
- Percentile by assets National rank
- $26,159
- Avg per participant Low balance/head
Official DOL plan name: Royal Oaks 403b Plan · Sponsored by People of Faith Inc. · Arizona · Healthcare & Social Assistance
$9M in assets, 347 participants
People of Faith Inc.'s Royal Oaks 403b Plan reported $9M in total assets and 347 participants in its 2023 DOL Form 5500 filing, ranking in the 56th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #10,997 in Healthcare & Social Assistance (17,684 peers)
People of Faith Inc. multi-year trail
People of Faith Inc.'s plans moved +19.4% in assets from 2022 to 2024; this filing shows Royal Oaks 403b Plan at $9M / 347 participants.
- #10,997
- in Healthcare & Social Assistance (17,684 peers)
- +8.4%
- assets growth YoY
Royal Oaks 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Royal Oaks 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,077,200 Top 44% higher than 56% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Royal Oaks 403b Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Royal Oaks 403b Plan sits mid-pack in the medium band (347 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Royal Oaks 403b Plan reported net income rose from -$2M in the plan year 2022 filing to $698K in the plan year 2023 filing.
- Royal Oaks 403b Plan reported participants rose from 294 in the plan year 2022 filing to 347 in the plan year 2023 filing.
- Royal Oaks 403b Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 860410807 · People of Faith Inc. PY 2023 · Other
Royal Oaks 403b Plan · $9M · 347 · 56th
- RANK $9M
- RANK 347
- RANK 56th
- RANK Other
- RANK near Alight Defined Contribution Retirement Plan
- RANK ind #10997
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Arizona →
Royal Oaks 403b Plan in the asset neighbourhood
People of Faith Inc. multi-year asset trail
Sponsor-wide plan assets over time
All People of Faith Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 19.35372616967839% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 294 | $8M |
| 2023 | 1 | 347 | $9M |
| 2024 | 1 | 381 | $10M |
People of Faith Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $698K |
| Employer EIN | 860410807 |
| Plan Effective Date | 2003-03-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Arizona
Peer Other plans, same state, same plan type, ranked by total assets.
- Honor Health 403(b) Retirement Security Plan $1.0B · 13,597
- Operating Engineers Local 428 Annuity Trust Fund $291M · 7,670
- Banner Health Employees 403(b) Plan $164M · 11,018
- El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan $150M · 1,887
- Kingman Regional Medical Center Employee Retirement Plan $107M · 1,914
Royal Oaks 403b Plan's out-of-state Other peers by assets and headcount
Outside Arizona, the nearest Other by assets is Alight Defined Contribution Retirement Plan in MN ($9M); by covered participants it is Riverbend Community Mental Health, Inc. Tax Deferred Annuity Plan in NH (347 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (347 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.